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Close CRM

CRM
Velocity5.0

Sales CRM built for high-velocity teams with built-in calling, email, and AI-powered sales automation

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Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.

ai assistantvoice agentsworkflow automationsecuritysales crm
◆Current state
Close is shipping on three tracks. Its assistant Chloe is now generally available as Chloe Chat, answering pipeline questions, preparing a rep's day, analyzing data and taking actions from any page. Voice agents run on the rebuilt telephony layer with skills like Schedule Meeting, and the October 13 release added a central Security page with OIDC single sign-on alongside update-only Workflow triggers.
◆Where it's heading
Chloe has moved from a beta chat to the default way into the app: a command-palette fallback in September, notification threads, and now GA for all accounts. Paired with voice agents that act on phone numbers and Workflows that react to record updates, Close is building a CRM where assistants and automation do more of the work, with SSO and a security page arriving as the governance layer that buyers ask for.
◆Prediction
Expect Chloe to gain more write actions and to connect with Workflows or voice-agent skills now that it is GA; the truncated entry doesn't list which actions it can take today.

◆Recent moves

  1. 5d ago

    Chloe Chat is out of beta for all Close customers

    Chloe Chat leaving beta for all customers completes the run of Chloe releases since September, from command-palette access to chat notifications. It widens availability of an assistant that already existed rather than adding a new capability the entry spells out.

    View source ↗
  2. 12d ago

    Close adds a central Security page and OIDC single sign-on

    A new Security page under Settings puts every access control in one place, and SSO now works through Google Workspace or any OIDC provider, such as Okta or Microsoft Entra. As Close adds agents that act on records, it is also adding the identity controls larger teams require before rolling them out.

    View source ↗
  3. 13d ago

    Trigger Workflows on updated events

    Workflow triggers can now fire on updated events alone, not just on created or created-or-updated events. It lets automation react to changes on existing deals and activities, the kind of state change voice agents and Chloe increasingly produce.

    View source ↗
  4. 19d ago

    Voice agents get a single Schedule Meeting skill

    Merging Book Meeting and Send Scheduling Link into one skill lets a voice agent try live booking and fall back to a link in the same call. It is the first visible payoff of the September telephony rebuild that made numbers usable by agents.

    View source ↗
  5. 19d ago

    Template Creation from Email/SMS

    Reps can now save a drafted email or SMS as a template without going into Settings. It is small, but it removes a context switch from the outreach loop that Close is built around.

    View source ↗
  6. 1mo ago

    Ask Chloe a question from the command palette

    Putting Ask Chloe in the Cmd+K palette makes the assistant the fallback for any search. It continues Close's push to make Chloe the default way into the app.

    View source ↗